Join The Future
Beyond Equity. Build Wealth with Balance.
Beyond Equity. Build Wealth with Balance.
Wealth is not built by depending on a single asset class, At Reyfin Tech, we believe true wealth management starts with diversification so your entire portfolio is not affected when equity markets go through sharp corrections.
Wealth is not built by depending on a single asset class, At Reyfin Tech, we believe true wealth management starts with diversification so your entire portfolio is not affected when equity markets go through sharp corrections.
Wealth is not built by depending on a single asset class, At Reyfin Tech, we believe true wealth management starts with diversification so your entire portfolio is not affected when equity markets go through sharp corrections.
No More Hours of Technical Analysis
No More Hours of Technical Analysis
OUR VISION
Why Reyfin Tech Thinks Different?
We do not look at wealth management as only buying stocks or mutual funds. We focus on creating a balanced financial structure across different asset classes based on your age, goals, investment horizon and risk profile.
We do not look at wealth management as only buying stocks or mutual funds. We focus on creating a balanced financial structure across different asset classes based on your age, goals, investment horizon and risk profile.
Our Strategy
A younger investor may have a higher allocation towards growth assets, while someone closer to retirement may require more stability and income-oriented products.
A younger investor may have a higher allocation towards growth assets, while someone closer to retirement may require more stability and income-oriented products.
Depending on suitability, portfolios can be diversified across Equity, Debt, Hybrid Funds, Bonds, Fixed-Income Products, Arbitrage Funds, Multi-Asset Funds, Thematic Funds and Global Market Funds.
Depending on suitability, portfolios can be diversified across Equity, Debt, Hybrid Funds, Bonds, Fixed-Income Products, Arbitrage Funds, Multi-Asset Funds, Thematic Funds and Global Market Funds.
PRODUCTS
Products
Explore wealth products
Mutual Funds
Equity • Debt • Hybrid • Indian & Global Funds Whether you prefer a SIP or lump-sum investment, our approach goes beyond looking at past returns. We study portfolio holdings, sector exposure, fund strategy, diversification and risk to create a research-led shortlist across 7–10 suitable themes and categories.
Mutual Funds
Equity • Debt • Hybrid • Indian & Global Funds Whether you prefer a SIP or lump-sum investment, our approach goes beyond looking at past returns. We study portfolio holdings, sector exposure, fund strategy, diversification and risk to create a research-led shortlist across 7–10 suitable themes and categories.
Alternative Investment Funds (AIFs)
Go Beyond Traditional Investments AIFs can provide access to differentiated strategies across equity, debt, private markets and alternative opportunities. Designed mainly for sophisticated investors looking for diversification beyond conventional mutual funds and listed equities.
Alternative Investment Funds (AIFs)
Go Beyond Traditional Investments AIFs can provide access to differentiated strategies across equity, debt, private markets and alternative opportunities. Designed mainly for sophisticated investors looking for diversification beyond conventional mutual funds and listed equities.
Portfolio Management Services (PMS)
Professionally Managed. More Focused. PMS offers a more customised and concentrated investment approach, with portfolios managed directly according to a defined strategy. Explore equity and debt-oriented PMS strategies based on your objectives, risk profile and investment horizon.
Portfolio Management Services (PMS)
Professionally Managed. More Focused. PMS offers a more customised and concentrated investment approach, with portfolios managed directly according to a defined strategy. Explore equity and debt-oriented PMS strategies based on your objectives, risk profile and investment horizon.
SIF & Long–Short Strategies
Advanced Strategies for Evolving Markets For investors looking beyond traditional long-only investing, Specialised Investment Funds and select long–short strategies can provide greater flexibility across different market conditions. Suitable for investors seeking more sophisticated portfolio diversification.
SIF & Long–Short Strategies
Advanced Strategies for Evolving Markets For investors looking beyond traditional long-only investing, Specialised Investment Funds and select long–short strategies can provide greater flexibility across different market conditions. Suitable for investors seeking more sophisticated portfolio diversification.
Insurance
Protect the Wealth You’re Building — and the People You’re Building It For. ❤️ Investment planning is incomplete without protection. Health insurance can protect your savings from unexpected medical expenses, while life insurance can provide financial support to your family when you may no longer be there to provide for them. Before growing wealth, make sure what already matters most is protected.
Insurance
Protect the Wealth You’re Building — and the People You’re Building It For. ❤️ Investment planning is incomplete without protection. Health insurance can protect your savings from unexpected medical expenses, while life insurance can provide financial support to your family when you may no longer be there to provide for them. Before growing wealth, make sure what already matters most is protected.
Unlisted Equity
Invest Before the Stock Reaches the Exchange Not every investor receives an IPO allotment. Unlisted equity provides access to selected companies before they become publicly listed, creating an opportunity to participate at an earlier stage of their journey. We help investors understand company fundamentals, valuations, liquidity, potential listing opportunities and associated risks before considering an unlisted investment.
Unlisted Equity
Invest Before the Stock Reaches the Exchange Not every investor receives an IPO allotment. Unlisted equity provides access to selected companies before they become publicly listed, creating an opportunity to participate at an earlier stage of their journey. We help investors understand company fundamentals, valuations, liquidity, potential listing opportunities and associated risks before considering an unlisted investment.
What You Get with Reyfin Tech
• Personalised asset allocation based on your financial profile
• Personalised asset allocation based on your financial profile
• Better risk distribution across multiple asset classes
• Long-term compounding approach instead of chasing short-term returns
• Portfolio review and rebalancing as your goals and markets change
• Unlock our versatile trading suite featuring 2 multipurpose indicators.
• Gain access to our vibrant WhatsApp community.
• Stay updated with regular additions of new indicators, features & upgrades.
• Participate in 5 monthly interactive sessions covering various trading strategies.
• Receive regular market insights and setups.
• Personalised asset allocation based on your financial profile
• Personalised asset allocation based on your financial profile
• Better risk distribution across multiple asset classes
• Long-term compounding approach instead of chasing short-term returns
• Portfolio review and rebalancing as your goals and markets change
Testimonials
“Reyfin Tech helped me look beyond returns and focus more on allocation, risk and long-term wealth creation.”
Arjun Mehta
Investment Banker
“I liked the diversified approach across equity, debt and alternatives instead of depending on just one asset class.”
Rohan Singhania
Founder & Angel Investor
“The process was simple, structured and focused on building wealth without making investing unnecessarily complicated.”
Dr. Aarav Kapoor
Senior Consultant Surgeon
“What stood out was the research-led approach and how every investment was matched with a clear role in the portfolio.”
Vikram Malhotra
HNI Investor & Business Owner
“Reyfin Tech helped me look beyond returns and focus more on allocation, risk and long-term wealth creation.”
Arjun Mehta
Investment Banker
“I liked the diversified approach across equity, debt and alternatives instead of depending on just one asset class.”
Rohan Singhania
Founder & Angel Investor
“The process was simple, structured and focused on building wealth without making investing unnecessarily complicated.”
Dr. Aarav Kapoor
Senior Consultant Surgeon
“What stood out was the research-led approach and how every investment was matched with a clear role in the portfolio.”
Vikram Malhotra
HNI Investor & Business Owner
“Reyfin Tech helped me look beyond returns and focus more on allocation, risk and long-term wealth creation.”
Arjun Mehta
Investment Banker
“I liked the diversified approach across equity, debt and alternatives instead of depending on just one asset class.”
Rohan Singhania
Founder & Angel Investor
“The process was simple, structured and focused on building wealth without making investing unnecessarily complicated.”
Dr. Aarav Kapoor
Senior Consultant Surgeon
“What stood out was the research-led approach and how every investment was matched with a clear role in the portfolio.”
Vikram Malhotra
HNI Investor & Business Owner
Meet the Wealth Team
Sonal Varshney
Head of Wealth Solutions & Client Relations
Focuses on understanding client goals, risk preferences and financial priorities, while coordinating suitable wealth solutions across different asset classes.
Shrey Varshney
Head of Wealth Solutions & Client Relations
Leads product research, asset-allocation ideas and analysis across mutual funds, AIFs, PMS, fixed-income, global funds and other wealth products.
One Platform, Multiple Paths to Wealth.
Mutual Funds • AIFs • PMS • SIFs • Insurance • Unlisted Equity • Global Investments
One Platform, Multiple Paths to Wealth.
Mutual Funds • AIFs • PMS • SIFs • Insurance • Unlisted Equity • Global Investments
One Platform, Multiple Paths to Wealth.
Mutual Funds • AIFs • PMS • SIFs • Insurance • Unlisted Equity • Global Investments
At Reyfin Tech, the objective is not to push one product — it is to help identify the right mix of wealth solutions for the right investor.
At Reyfin Tech, the objective is not to push one product — it is to help identify the right mix of wealth solutions for the right investor.
with ❤️ Reyfin Tech